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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,562 | $167,415-42.3% | $140,514-31.3% | $198,609-51.4% |
| Participation rate | 69.2% | 80.9%-11.7pp | 77.8%-8.6pp | 82.4%-13.1pp |
| Annual return | 12.56% | 13.85%-1.3pp | 14.36%-1.8pp | 202.70%-190.1pp |
| Employer contribution / active EE | $1 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,382 | $5,579+50.2% | $4,919+70.4% | $6,977+20.1% |
| Admin fee / account holder | $17,071 | $16,730+2.0% | $13,697+24.6% | $19,030-10.3% |